Separate number ranges for subcontractors and customers
M
Müller, Marie
Customers, subcontractors and suppliers are currently listed in a common number range. The customer number has its correct name as a “customer number”, while subcontractors run under “supplier number”.
The problem: a clear and concise separation is not possible, as these are different groups, but they are grouped together in the same number range.
This leads to confusion - because the number alone does not make it possible to identify whether it is a customer, a subcontractor or a supplier. A separate logic or structure for each group cannot be established in this way.
Our suggestion: A numeric separation of the three groups — customers, subcontractors and suppliers — would make sense and would ensure greater transparency.
Arne Semmler
Merged in a post:
Subcontractor number range
Birgit Pfisterer
There is currently no way to define number ranges for subcontractors. Subcontractors and customers are grouped into a series of numbers. So when a first customer is created, he gets the number 1. If a sub is then created, it automatically gets the 2, etc.
It should be possible for both customers and subs to create independent number ranges according to the scheme of the other categories (projects, offers,...) (enter number of digits, etc.).
K
Katharina Hermann
Is this issue still being addressed? We always have to manually enter customer numbers now, as I had manually entered the number 70... for a sub. However, the customer numbers start with 10... Now Projo always automatically suggests 70... as the next number and I have to check beforehand which is the next free customer number in order to enter it.
Customers, subs and suppliers should each have their own number range.
E
Edler, Christoph
I agree with 1000% of this opinion.
B
Busch, Roland
Are the numbers of the suppliers also in the series of numbers?
If customers and subs are separated, the suppliers should also have their own number ranges or be listed among the subs.
The supplier list is currently only available via invoices and is therefore not as present. Is it also possible to access the list directly?
Not yet available (see own canny point), you could enter a payment period for each supplier in the menu. This does not usually change, but is now generated by the system without the option to change it.